Commercial Lines Account Manager

The Jonus Group; Hastings (MN); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) retirement plan

Paid time off

Job summary

The Jonus Group in Minnesota is seeking a motivated Commercial Lines Account Manager to manage and grow a portfolio of commercial insurance accounts. You will ensure excellent service delivery, handle renewals and endorsements, and build long-lasting client relationships.

Ideal candidates have at least 2 years in commercial insurance, a Property & Casualty license (or ability to obtain one), and strong communication skills. AMS360 or Applied Epic experience is a plus.

Qualifications

• Education: High school diploma required; Bachelor's degree preferred.
• Minimum 2 years of experience in commercial insurance or account management.
• Active Property and Casualty license or ability to obtain one within a few months.
• Strong knowledge of commercial insurance policies, terms, and regulatory requirements.

Responsibilities

• Act as the primary contact for a portfolio of commercial insurance clients, addressing inquiries, concerns, and coverage needs.
• Manage policy renewals, endorsements, and cancellations while ensuring all activities comply with company policies.
• Provide expert advice on insurance options and offer solutions that meet individual business needs.
• Collaborate with underwriters and carriers to negotiate terms, prepare proposals, and secure competitive rates for clients.
• Maintain accurate records, databases, and policy details to ensure timely delivery of renewals, policy changes, and customer communications.
• Proactively identify cross-sell and upsell opportunities to expand coverage for existing clients.
• Work closely with internal teams to ensure efficient and effective management of client accounts.
• Stay up to date with market trends, regulatory requirements, and emerging risks in the insurance industry.
• Build trust with clients by adhering to ethical standards, ensuring transparency, and providing proactive communication.

Skills

Commercial insurance

Client communication

Policy knowledge

Regulatory knowledge

Cross-selling

Time management

Education

High school diploma

Bachelor's degree preferred

Tools

AMS360

Applied Epic

Job description

Job Summary

Seeking a motivated and detail-oriented Commercial Lines Account Manager to join a dynamic team. This role is integral in managing and growing a portfolio of commercial insurance accounts, ensuring excellent service delivery, and fostering long-lasting client relationships. The ideal candidate will be a proactive problem-solver with a passion for delivering exceptional customer experiences.

Job Description

Commercial Lines Account Manager

Seeking a motivated and detail-oriented Commercial Lines Account Manager to join a dynamic team. This role is integral in managing and growing a portfolio of commercial insurance accounts, ensuring excellent service delivery, and fostering long-lasting client relationships. The ideal candidate will be a proactive problem-solver with a passion for delivering exceptional customer experiences.

Responsibilities

• Act as the primary contact for a portfolio of commercial insurance clients, addressing inquiries, concerns, and coverage needs.
• Manage policy renewals, endorsements, and cancellations while ensuring all activities comply with company policies.
• Provide expert advice on insurance options and offer solutions that meet individual business needs.
• Collaborate with underwriters and carriers to negotiate terms, prepare proposals, and secure competitive rates for clients.
• Maintain accurate records, databases, and policy details to ensure timely delivery of renewals, policy changes, and customer communications.
• Proactively identify cross-sell and upsell opportunities to expand coverage for existing clients.
• Work closely with internal teams to ensure efficient and effective management of client accounts.
• Stay up to date with market trends, regulatory requirements, and emerging risks in the insurance industry.
• Build trust with clients by adhering to ethical standards, ensuring transparency, and providing proactive communication.

Qualifications/Requirements

• Education & Experience:
  • High school diploma or equivalent required; Bachelor’s degree in Business, Finance, or a related field is preferred.
  • Minimum of 2 years of experience in commercial insurance or account management is required.
• Licensing:
  • An active Property and Casualty Insurance license or the ability to obtain one within the first few months of employment is required.
• Skills & Proficiencies:
  • Strong knowledge of commercial insurance policies, terms, and regulatory requirements.
  • Excellent problem-solving abilities and attention to detail.
  • Exceptional interpersonal and communication skills, with the ability to tailor communication to diverse audiences.
  • Proficiency in Microsoft Office Suite and familiarity with agency management systems (e.g., AMS360, Applied Epic) is a plus.
  • Proven ability to manage multiple tasks while meeting deadlines in a fast-paced environment.
  • Commitment to providing outstanding customer service in client relationships.
• Personal Attributes:
  • Team player with a collaborative approach to work.
  • Self-motivated and proactive with a passion for continuous learning and professional growth.
  • Ability to remain calm under pressure and adapt to changing priorities.

What Is Offered

• Competitive compensation and benefits package, including health, dental, and vision insurance, paid time off, and a 401(k) retirement plan.
• Opportunities for growth and continuing education in the insurance industry.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.